account_balance

Investment manager · 13F filer · SEC CIK 2052510

Whipplewood Advisors, LLC

Reported value$148Mas of Sep 30, 2026
Positions200 13 new, 449 sold out
Top 10 weight40.9%JAAA alone is 14%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JAAA Janus Detroit STR Tr 13.6% Added +22%
NPFE Elevation Series Trust 8.2% Held
MTUM iShares Tr 2.7% Added +7%
VIG Vanguard Specialized Funds 2.7% Held
ARCC Ares Capital Corp 2.6% Added +11%
BALT Innovator Etfs Trust 2.5% Added +6%
BXSL Blackstone Secured Lending Fund 2.3% Added +15%
VIGI Vanguard Whitehall FDS 2.2% Added +5%
VEA Vanguard Tax-Managed FDS 2.2% Added +5%
JPLD J P Morgan Exchange Traded F 2.1% Trimmed −49%
JCPB J P Morgan Exchange Traded F 2.0% New
FNDF Schwab Strategic Tr 2.0% Added +9%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • JCPB $2.96M
  • IUSB $1.97M
  • DCRE $1.4M
  • FLTR $1M
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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